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Legacy Capital Group California’s LPL Financial LPLA Stock Holding History

Legacy Capital Group California’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,539
Closed -$831K – 344
2025
Q1 		$831K Buy
+2,539
New +$884K 0.29% 90

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Capital Group California's LPLA Position: Q2 2025 in Review

Legacy Capital Group California sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 2,539 shares — an estimated $831K sold.

Legacy Capital Group California first reported a position in LPLA in Q1 2025 and held it in 1 quarter. The position peaked at $831K in Q1 2025. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Legacy Capital Group California reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 2,539 LPL Financial shares in Q2 2025, an estimated $831K.
  • Legacy Capital Group California first reported a position in LPL Financial in Q1 2025 and held it in 1 quarter.
  • Legacy Capital Group California's LPL Financial position peaked at $831K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.